When an Advisor left our firm, we were required to keep her contacts in our CRM for compliance purposes (according to our broker-dealer, to keep all activities and notes intact, even though the Advisor took a data file with her to her new firm). Although we have inactivated the clients, we still have to weed through them every day. Short of creating a quicklist for our own clients (which is simply a nuisance) to use from day-to-day, it would be amazing if we could archive old clients (either inactive, or in this case, clients who are no longer ours but rather belong to a rep who has left our office).